Give a functionality to select month range(from & To) in UX

JAbhi

I have a module that is calculation P1 Sales%, P2 Sales%, P3 Sales% as line items and the calculation of P3 Sales% is dependent on P1 & P2.

For dimensions of this module i have two lists as selectors & History is being kept as Columns & for rows i have line items.

On UX i want to provide user functionality where he/she can select From Month & To Month and then data will be displayed according to that.

Has anyone worked on a similar scenario?

AjayM

Preferably, create a user dimensioned input module without any other dimensions, and 'select from' & 'select to' lineitems (both timeperiod formatted).

In another module that is dimensioned by users and 'history', define filtering rule, based on selections done on the input module (Ex: isnotblank(inp module.select from) and isnotblank(inp module.select to) and item(time)>= inp module.'select from' and item(time)<=inp module.'select to').

Apply this filter on UX, and also publish from and to lineitems as field cards.

Cheers!

AjayM

Hi @JAbhi ,

To your first question where you wanted to control/filter the 'to' months based on 'from' months selection, I don't have a solution when the selection lineitems are of native time format. You need to create custom time dimension (a list with months as items) in order to achieve this. Check filtered picklists, which will be helpful once you have custom time list.

To the second question, either you can use TIMESUM function, which is performant heavy, but suits the usecase here. Or, you can also use a set of staging lineitems (that are time dimensioned), where the formulas use filter conditions as per my original solution. And then create another set of lineitems without timedimension, and refer original lineitems with SELECT on time.all periods. For this to work, all periods summary must be ON at model calendar level (or time ranges level if you are using timeranges in the calculation module).

Cheers!

JAbhi

Thanks @AjayM, one more follow up on this one, Right now, if i select "From Date" as Sep 24, in "End Date" i get option to select months even earlier than sep 24, which is not very user friendly.
I tried putting a filter on that part as well to show options in end date on based of from date, but didn't found the solution.

JAbhi

Also, is it feasible if instead of individual months based on filter, i can show the overall calculation during that time period.
@AjayM